In today’s global economy – and with Capital Markets firms looking to keep top-of-mind awareness with distribution channels, investors, partners, and institutional relationships – it is now more important than ever to have a superior segmentation approach. That’s why PowerObjects has partnered with LinkedIn and Discovery Data. Together, we can bring all of the information you need into a single view so that you can deliver personalized, proactive, and predictive customer service experiences every time with Capital Markets 365.

What is Capital Markets 365:

Capital Markets 365 takes Dynamics 365’s core capabilities of Marketing, Sales, Client Service, Client Onboarding, and Operations and enhances them with advanced segmentation capabilities with Discovery Data and LinkedIn Sales Navigator.

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  • Advanced Hierarchy & Associations
  • Relationship Management
  • Opportunity Management
  • Activity Management
  • Client Onboarding
  • Risk Analysis
  • Advanced Analytics
  • Campaign Management
  • LinkedIn & Discovery Data Integration
What your data may look like without Capital Markets 365 – too much siloed information broken up between CRM, tasks and emails, and transactional systems:

capital markets

What your data can look like with Capital Markets 365 – one common data layer platform!

capital markets

To learn more about this integration, check out our solution overview and connect with our Financial Services Practice Director today!

capital markets

Financial Services Practice Director: Greg Moser | | Financial Services Page

Happy Dynamics 365’ing!

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